Data Management Consultant /BA

SHRISTI AGRAWAL

248-***-**** Edison, NJ ***** *******.****@*****.*** LinkedIn

Professional Summary

Power BI Consultant with experience of Business Analyst and Scrum Master of 11+ years in building Power BI reports, requirements gathering, developing, GAP Analysis, user acceptance testing along with managing requirements, scope & timeline and stakeholder communication. Proficient in user training, creating comprehensive documentation and query resolution. Demonstrated ability in SQL for data extraction and analysis, and data manipulation.

WORK EXPERIENCE

Wells Fargo, New Jersey

Data Management Consultant (Aug 2024 present)

Developing visually impactful Power BI dashboards/reports for different lines of business.

Evaluate large complex datasets to show trends and patterns.

Built Power Automate workflows to trigger actions automatically and connected to Power BI reports.

Implemented Gen2 Dataflow process on MS Fabric to automate and transform the data into usable ones for direct

Creating Reports on Fabric semantic model as a POC for transitioning.

Gathering business requirements, conducting brainstorming sessions with stakeholders/users, conducting user acceptance testing, and providing end user training.

Using SQL for data cleanup, data wrangling and manipulation for analysis and visualization.

Representing data in descriptive/predictive or time series charts and tables in Power BI for further insights, reporting needs and supporting management decisions.

Built team s site on Confluence as a knowledge base and documented process guides, user guides and quality checks.

Communicate complex problems to technical and non-technical audiences.

Conducted research on Copilot AI usage on reporting and visualization.

Organizing and facilitating meetings with stakeholders to resolve blockers by recommending them possible solutions.

Carrot Fertility Inc. (Healthcare),

Remote

BI Business Analyst / Scrum Master (May 2023 - June 2024)

Independently implemented Scrum, a sprint-based product development, and coached three sub-teams (Business Intelligence, Data Engineering, Data Science) on Agile methodologies and the Scrum framework. Managed JIRA as an admin.

Managed ITSM tools like JIRA Service Desk and Service Now for workflow management and for more centralized processing system.

Spearheaded projects for analytical dashboards for the Sales team, Customer Success team, and Executives.

Proactively promoted best practices for Business Intelligence team for enhanced reporting and data accuracy.

Actively involved in reporting, creating dashboards using Tableau.

Facilitated scrum ceremonies for all the three sub-teams.

Oversaw roadblocks for the team members through continuous communication, listening, patience and suggesting/implementing solutions.

Collaborated with stakeholders for prioritization and clarity towards the main objective, resolving conflicts by driving focus on project goals.

Process improvement and continuous Improvement implementations resulted to a 30% increase in efficiency and increase in deliverables.

Implemented end-user training processes to ensure their confidence in using the new tools or dashboards and reduced time spent on post deployment queries for the developers.

Sri Salasar Traders India Pvt. Ltd.

Business Analyst / Project Manager (Jan 2018 Oct 2019)

Functioned as an intermediary between the customer team and the technology team.

Led the ideation of web application for the organization to enhance sale opportunities.

Collaborated with sales team, business heads and tech team for designing brainstorming, for requirement gathering.

Documented the requirements and collaborated with developer bringing clarity on the needs.

Performed reviews of every development phase and landing page to ensure quality.

Oversaw deployments and maintenance of the website throughout.

Trained sales team with strategies for increased sales of 20%.

Managed floor and resources in absence of Director as a trusted source.

Created reports for forecasting sales and growth every quarter.

XL Dynamics India Pvt. Ltd., Mumbai, India Client: Sun West Mortgage Company Inc.

Business Analyst (Aug 2013 Nov 2017)

Led CRM solution implementation and integration with existing web-based loan applications to improve consumer connection.

Facilitated requirement elicitation while collaborating with all stakeholders of project teams throughout the Software Development Life Cycle (SDLC).

Lead Projects on Field-Change-Event Architect, Fee-Related and Conditions Automation, Disclosure Automation, DocuSign, System Restrictions.

Led the elicitation and design of comprehensive business requirements, workflows, mockups, and process designs using Visio, securing stakeholder approval for both hardware and software assets.

Promoted to SME for Loan Origination department with added responsibilities of query resolution, escalation handling, process re-engineering, TAT, conflict resolution, new loan products review & implementations, managing initiatives of executive IT project and status reporting.

Meeting with a diverse group of stakeholders, legal, and business groups to ensure compliance and approvals for new loan products.

Reviewed test scripts and conducted User Acceptance Testing (UAT) to uphold rigorous quality standards.

Trained end-users on the application post-rollout, post-change implementation, or postmigration, and managed end support throughout.

Monitored timelines and deadlines to ensure quality deliverables and managed tasks to ensure prompt delivery.

Led migration from the Lotus Notes platform to Google Suite for the client s knowledge base and compliance requirements.

Created documentation on process guides, SOPs, checklists for the end users of technical tools and compliance guidelines.

Created release notes on all user updates, processes, compliance and technical advancements followed by user-training and query handling.

Reviewed state, agency, and investor requirements for mortgage compliance audits and facilitated data collection for submission.

SMC Global Securities Pvt. Ltd., New Delhi, India Analyst (June 2011 March 2013)

Analyzed historical financial data, forecast trends for key performance indicators (KPIs).

Examined and created reports on past data to review trade performances for directors to make informed decisions.

Created team s investment and efficiency report for upper management s review.

Managed funds to derivative trading strategies while ensuring regulatory compliance.

Executed prudent risk-mitigation tactics to protect investments amidst market volatility.

EDUCATION AND ACTIVE CERTIFICATIONS

Executive MBA in Finance, IMT Ghaziabad, India (Aug 2019 - June 2021)

Bachelor of Business Administration (B.B.A.), GGSIPU, Delhi, India (2008 - 2011)

Certified ScrumMaster, Scrum Alliance

Agile Leadership Principles and Practices, University Systems of Maryland and edX

Certified "Agile with Atlassian Jira," Coursera

Foundations of Project Management, Google (Coursera)

Certified Scrum Alliance AI & Agility: A Comprehensive Introduction

Certified Associate in Project Management (CAPM), PMI

SKILLS AND TOOLS

Methodologies: SDLC, Agile, Scrum, Kanban, Lean, UAT, GAP Analysis, Process Reengineering

Tools: JIRA, Confluence, Trello, Power BI, SQL, Dremio, Microsoft Fabric

Business Process Modeling: Microsoft Visio, Figma, Lucid chart, MURAL

Engagement Tools: Slack, MS Teams, Zoom

Utility Tools: MS Office Suite, Outlook, Balsamiq, Smartsheet, SharePoint, MS Office 365 Dynamic

Volunteer: Organizing team of Art of Living, World Culture Festival, Washington DC 2023

Contact this candidate